SUSL icon

iShares ESG MSCI USA Leaders ETF

183 hedge funds and large institutions have $694M invested in iShares ESG MSCI USA Leaders ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 65 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.44% less ownership

Funds ownership: 70.73%67.29% (-3.4%)

23% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 65

Holders
183
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAMG
126
Milestone Asset Management Group
Connecticut
$273K
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$271K
LPAM
128
Lodestar Private Asset Management
California
$270K
IFWM
129
Institute for Wealth Management
Colorado
$267K
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$264K
HGWM
131
Horst & Graben Wealth Management
Oregon
$261K
DT
132
Diversified Trust
Tennessee
$243K
RCS
133
Retirement Capital Strategies
California
$232K
KWA
134
Kingswood Wealth Advisors
California
$226K
WETS
135
Wealth Enhancement Trust Services
South Dakota
$220K
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$218K
WA
137
Wealth Alliance
New York
$216K
CWS
138
Confluence Wealth Services
Pennsylvania
$215K
SS
139
Sunbelt Securities
Texas
$207K
FPF
140
First Pacific Financial
Washington
$205K
MFP
141
Meridian Financial Partners
Virginia
$205K
BlackRock
142
BlackRock
New York
$198K
CAM
143
Clarity Asset Management
Iowa
$177K
GMA
144
Glassy Mountain Advisors
Maryland
$174K
EPW
145
Evergreen Private Wealth
Colorado
$172K
National Bank of Canada
146
National Bank of Canada
Quebec, Canada
$151K
LFG
147
Larson Financial Group
Missouri
$146K
FCT
148
Family Capital Trust
Massachusetts
$146K
KFGG
149
Keystone Financial Group (Georgia)
Georgia
$128K
US Bancorp
150
US Bancorp
Minnesota
$125K